See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,026 | $111,724+37.0% | $93,606+63.5% | $145,922+4.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.77% | 202.98%-185.2pp | 133.20%-115.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,278 | $3,090-26.3% | $2,420-5.9% | $4,660-51.1% |
| Participant deferral / active EE | $10,384 | $4,912+111.4% | $4,411+135.4% | $6,688+55.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |